These articles are designed to keep the trained IRA advisor current and on top of all of the new rules. IRA distribution rule changes can provide advisors and their clients with new financial planning and tax saving opportunities.
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Stretching distributions from qualified and non-qualified retirement plans is a hot topic among financial advisors, marketing organizations and insurance companies, as the amount of qualified money in IRAs, 401(k)s and all other qualified accounts has grown to astounding levels...
In 2002, the IRS finalized new regulations for required distributions of IRAs. Under the old rules, children and grandchildren who inherited an IRA were forced to pay income taxes one to five years, depending on the age of the IRA owner at death...
Want to get your piece of the exploding IRA market? Learn how cash-strapped workers and retirees can stabilize their heavily impacted 401(k) savings with IRA rollovers and migration into safer money vehicles.
By David F. Royer
Originally Published February 1, 2009 From the February 2009 Issue of Senior Market Advisor Magazine
As the leading edge of the baby boom generation begins to enter retirement, a significant opportunity arises for the financial services industry to provide advice and solutions on how best to preserve retirement assets and to create income in retirement...